Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
AI infrastructure stocks
Marvell’s $177B AI Bet: Q1 Beat, 102.4 Tbps Switch, NVLink
Marvell is up 138% YTD on a Q1 FY27 beat, the industry’s first 102.4 Tbps AI switch, and a widening Nvidia NVLink Fusion partnership.
AAON Surges 38% as AI Cooling Demand Hits Record
AAON posted record Q1 2026 revenue of $497M, up 54% YoY, as its BASX data center cooling division rides the AI infrastructure wave. Stock surged 38% on record backlog and raised guidance.
Sterling Infrastructure Surges 50% on Blowout Q1 Earnings
STRL soared nearly 50% after Q1 2026 revenue jumped 92% to $826M on AI data center demand. Sterling raised its full-year 2026 outlook as e-infrastructure boom accelerates.